Access to contacts

Access to a contact can be set when creating the contact or in their contact card, in the Permissions panel. This panel also contains a complete list of users who have access to the contact and the type of access they have:

Access to additional contact fields can be set for each field in the contact template. Permissions regulate whether or not a contact can be seen in different Planfix sections, such as tasks, reports, planners, etc.

Bulk changes to permissions

In the Contacts section, you can select the desired contacts using a filter and change their access using a bulk update:

Access to contact template

You can manage access to the contact template: You can set permissions for newly created contacts by setting the required parameters in the contact template.

Important

• If an employee takes a call from a contact, they are automatically granted access to this contact.

Go To

• Contacts
• Request for access to a contact
• Supervisor